Annual Report 2014 - Ocean Discovery Institute

Annual Report 2014
Empowering Tomorrow’s Leaders
About Ocean Discovery
Growing a sustainable ecosystem
A national crisis
I am proud to present our 2014 Annual Report for Ocean Discovery Institute:
Young Lives Transformed Through Science. The Annual Report illustrates the
transformative impacts achieved and hints at why I am excited to preside over the
strategic direction the organization is pursuing for 2015 and beyond.
We recently developed a new business model. With
this model as our guide, we will move forward with the
next step in our organization’s growth – opening the
Living Lab and exploring the feasibility of replication on
the East Coast. Fittingly, the model envisions a
sustainable ecosystem in which our community,
resources, and programs work in concert to grow the science and conservation
leaders who will transform their community, their lives, and our world.
As I assume leadership of the Ocean Discovery Institute Board of Directors, I am
proud to guide an organization with a strong foundation in the community and a
long history of transformative impacts. I’m delighted to recognize my predecessor
Sean Caddell, each of our Board members, Executive Director Shara Fisler, and
the incredible community of staff, donors, and volunteers for their roles in making
our organization a model for transforming underserved communities.
With your support we will succeed — and so will the thousands of amazing young
people our programs reach.
Sincerely,
Kurt Gering
Board Chair
On a national level, the U.S. has fallen short in preparing its young people, particularly
those from urban and underserved backgrounds, with the scientific knowledge needed
for tomorrow's leadership.
A novel solution
Ocean Discovery addresses this troubling trend by providing tuition-free, rigorous
science programming that engages 6,000 students annually in the underserved
San Diego community of City Heights. We use ocean science to teach all principles of
science, technology, engineering, and math. Young people's curiosity is sparked by the
ocean and, through their ongoing participation, they build the skills to succeed.
We implement our education model using a three-tiered approach focusing on:
1
Generating
curiosity
We engage young people,
their families, and community members in hands-on
science and conservation
programs.
2
Building skills
and knowledge
We provide classroom and
field-based ocean science
education in local
elementary and middle
schools.
3
Developing
leaders
We deliver intensive
programming and support
services to youth at the
middle, high school, and
college levels.
Ocean Discovery Institute is the proud recipient of the Presidential Award
for Excellence in Science, Mathematics, and Engineering Mentoring!
Our Impact
Developing Leaders
Over 130 scientists
Our high school seniors
submitted
Volunteer mentors like Barbra Calantas
(left) mentored Ocean Leader seniors
through the college application process.
116
provided
college applications.
mentorship
allowing students to envision
Nearly 60% of current
college students
are majoring in science.
themselves as scientists.
Building Skills and Knowledge
3,498 students received
hands-on experience with
City Heights 5th graders use an
electrophoresis machine, just as they may
do in their future career.
3rd through 6th graders
Young people took part in
demonstrated a
scientific equipment not
30% increase
available in their schools.
6,254 hours
of authentic research
in science knowledge.
and conservation projects.
Generating Curiosity
5,111 people
explored science
Young people take action for the
environment during a Watershed
Avengers canyon restoration event.
in their community.
40% of environmental
100% of high school
restoration event participants
students expressed interest
were inspired to
in pursuing science
participate again.
and conservation careers.
Our Future
Preparing to transform
lives on the East Coast
With the support of the National Oceanic and
Atmospheric Administration, Ocean Discovery
spent 2014 exploring replication of our successful
model in the Chesapeake Bay region. Here are
the highlights:

In April, staff made exploratory visits to
Washington, D.C., Baltimore, and Norfolk, Va.

Norfolk was selected as our ideal location for
replication, and a “school shed” - all the
schools flowing into Booker T. Washington
High School - was identified.

In November, staff returned to the region to
meet with potential partners, including local
school and government officials.
A Living Lab for City Heights
In order to expand our reach from 6,000 to 20,000 students every year, Ocean Discovery is
building a Living Lab — a permanent facility in the heart of the community we serve. This state-ofthe-art, 12,000-foot facility with 35,000 feet of outdoor features will set the high expectations our
young people deserve.
2014 Progess

Finalized design and architecture

Continued to engage 40 expert advisors in the
creation of the facility

Reached $12 million of our $15 million capital
campaign goal
Your Impact
Ocean Discovery’s community of investors includes individuals, foundations, corporations, and government entities. Each one
empowers us to operate day to day and make a positive impact on thousands of young lives. Thank you for your support!
Impact Patrons
($100,000 and up*)
*Denotes cumulative lifetime giving
Anonymous (2)
Yvette Diuri
Linda & Joel Fisler
Susan Flieder & Paul Eichen
Lynn Gorguze &
US Congressman Scott Peters
Scott Grimes
Harriet E. Pfleger Foundation
Hervey Family Non-endowment Fund at
The San Diego Foundation
J.W. Sefton Foundation
Orca Fund at The San Diego Foundation
Floyd Pickrell
Sidney E. Frank Foundation
Innovation Circle
($5,000—$55,000)
Linda Alexander & Keith Walton
Margaret Arnone
Georgia Benson Caudill & Bob Caudill
Beverly J. Gepfer Charitable Foundation
Margaret Carrera & Phil Joffe
Becky & John Chamberlain
Caili & Daniel Chang
Sharon Engel Ruhnau & David Ruhnau
Farrell Family Foundation
Fieldstone Foundation
International Seafood Sustainability
Foundation
Joan & Irwin Jacobs
Jewish Community Foundation
Dina & John Johns
Charlotte & Henrik Jorst
Marie Jose Kaasenbrood
Elizabeth Keadle Fund at the San Diego
Foundation
Eileen & Benson Lam
Michael Lucas
John Mendlein
Gwendolyn Meyer
Cynthia & Adam Pacal
PADI Foundation
Nancy Lazkani & Joe Pando
Rice Family Foundation
Samuel & Katherine French Fund
San Diego Social Ventures Partners
Lisa & Scott Schalon
Stanley/Stearns Fund at The San Diego
Foundation
Jennifer & Tony Sweeney
Walter J. & Betty C. Zable Foundation
Weingart Foundation
Discovery Circle
($1,000—$4,999)
Anonymous
Mike Anderson
Jacqueline Badger Mars
Karlene & Stan Blackburn
Sean Caddell & Guenter Seidel
Tina Caldwell & Melissa Mason
Mark Christian
Barbara & Rick Cohen
Denise & Gary David
Libby & Chic Dohoney
Paul Dunmire
Betty & Mike Dunn
Shara Fisler
Miguel Garcia-Guzman & Karin Zeh
Carolyn Gartell
Kurt Gering & Nick Wagman
Carol & Thomas Goodwin
Marc Grock & Kevin Cottrell
Gregg Holsapple
Gail & Gary Hooker
Johnson Ohana Charitable Foundation
Adrienne & Tom Klopack
Kroha/Casner Family Foundation
Lauer Fund at The San Diego Foundation
Doug Hines & Susan Maddux
Dr. Nasir Mani & Dr. Darush Mohyi
Sharon & Ben Masek
Charlotte & Jim Mashburn
Your Impact
Genette & Michael McGowan
Otilia McLarry
Teresa & Paul Menke
Michele Moon
Fred North
Ileana Ovalle Engel & John Engel
Ali & Jack Pariseau
Eva Parsons
Lizabeth Pastenes
Kevin Paulson
Price Family Charitable Fund
Michelle & Kevin Reilly
Cliff Schneider
Jackie Crosbie & Jennifer Sporl
Erika & Michael Swimmer
Victoria Arthur Baron Fund at the
San Diego Foundation
Waitt Foundation at the San Diego
Foundation
Ebert Lambert & Amy Wallen
Anthea & John Wang
Judy & Charles Wheatley
Inspiration Circle
($999 and under)
Steven Abajian
Michele Adair
Benita Allen
William Anderson
Barbara & Richard Atlas
Luan Aubin
Joe Austin
Ted Bahra
Evelyn & John Barandiaran
Steven Barkan & Barbara Tennent
Joel Barkan
David Barkan
Phillip Barker& Garry Williams
Scott Barnett
Adina Batnitzky & Avi Spiegel
Jason Bercovitch
Megan Bettilyon
Joanna & Osvaldo Blackaller
Erin & Christian Boddaert
Kathy Breshears
Jacob Cabrera
Joan Cardellino
Danielle Carter
Dave Catalino & Jeanette Day
Rory Centanni & Steve Rojas
Dustin Chen
Emma Chomin
Cathy Chow & Stanley Perkins
Denise Clark & Jan Tharp
Patricia Clowney
Monica & Charles Cochrane
Julie & Tres Conrique
Anne Correia
Ellen Correia
Jane Correia & Ravi Iyer
Maria Cortinez
Steven Cox
Doreen & Gary Cropp
Marissa Cuevas
Estelio Dantas
Marilyn & Charlie Dashe
Steve & US Congresswoman Susan Davis
Janie DeCelles
Rosalie Del Rosario
Your Impact
Sue & Mark Denny
Amalia Di Lucca
Laura Diebold
William Dietrich
Robb Dubreuil
Vincy Dunmire
James Eckman
Bruce Edwards
Jonathan Eliashiv
Brian Elliott
Brenda Fake & Tom Rushfeldt
Cheryl Farber
Susan Faerber
Doug Fiek
Annie Finch
Eddie Fisher & Brad Eckhart
Patricia Fishstein
Melissa Foster
Cid Frank
Gail & Jim Freddo
Elaine & Ray French
Virginia & Bernie Frogel
Jean Fujisaki & Robert Nelson
Ashley Fuller
Carlton Gasior
Steve Gennaro
Leslie & Damon Getman
Anne & Barry Ginch
Paul Glenney & Yonat Swimmer
Kristen Goodrich
Lindsay Goodwin
Casey & Kristen Goodwin
Sarah Gray
Leslie Greene
Taisha Gregg
Lyn & Mick Grimes
Shelly & Ted Griswold
Martin Hall
Brendan Hanna Holloway
Bernadette & Mark Harbour
Hayley Heiner
Quinn Heist
Alex Hempton & Dan Sullivan
Dan Johnson
Ami Jones
Melissa Katigbak
Zen Kelly
Carol Kemnitz
Travis Kemnitz
Shirley Knight
“These young people achieving at
unprecedented rates are possible
because you believe in them. And
because of this, they believe in
themselves.”
— Shara Fisler
Executive Director
Susan & Mike Hird
Peter Holland
Sally Holloway
Craig Hooker & Carlos Nelson
Kaye & David Horinek
Gwyneth Hughes
Lee Ann & Jim Iagmin
Steven Gering
Kate Jaworski
Judy Jennings
Heidi & Mike Kraft
Heidi & Stuart Krantz
Judith Krauss
Chris Krueger
Guillermo Ladron & Alberto Medina
La Jolla Kiwanis Foundation
Dan Lawson
Bill Leech
Gerry Leiberman
Linda & Richard Levak
Liang Li & Xiang-Lei Yang
Victor Lieberman
Michael LoBue
John Lormon
Julie Lucas
Christian Lumba
Jennifer & Robert MacAller
Aliff Macapinlac
John Maino
Marti Manser & Don Parker
Kristin & Richard Markell
Shelley Martinez
Susanne Marx
Ben & Sharon Masek
Kevin McClain
Paul McClellan
Jennifer & Byron McCoy
Valerie Michelotti & Paul Wozniak
Molly Milazzo
Julia & Doug Miller
Nancy Miner
Amy Moffatt
Matthew Montemayer
Andrew Morgan
Rochelle Mothokakobo & Tim Blevins
Maya Murphy
Kelly & Bill Neff
Debby Neff
Ereca Nguyen
Linda Nice
Melissa Nicols
Rebecca Niemiec
Tyzoon Nomanbhoy
Kathleen Obriest
David Ohanian
Nicholas Oliva
Your Impact
Socorro Painter
Papoose Conservation Wildlife Foundation
Kate Parberry & Cordell Geison
Glen Parker
Marlene Pavlovic
LaTresa & Scott Pearson
Jim Pennise
Jim Archer Pennise
Wendy Piniak
Ramana Pinnam
Brooke Pinnix
Carla Pisbe
Lori Polachek
Thomas Potter
Ranjit Pradhan
Lindsay & Bernard Puckett
Rob Quigley & Kathleen Hallahan
Tia Quinn
Joseph Quinn
Jessica Quintana
Volunteer support:
Deborah Rego
Diego Rodriguez
Andy Rogers
Jane & Steven Rosenstein
David Sandstrom
MacKenzie & Joe Sandy
Rick Sayen
Kurt Schaefer
Eva & Steve Schiess
Maria & Mark Schlossberg
Michael Schneider
Sarah Schoedinger & Kurt Heckle
Deborah Schultz
Pete Shannon
Felicia Shaw
Lucas Shellhammer
Kate Shuster
Matthew Sieve
Jean Sinclair & Robert Veres
Angela & Bassam Sinno
Mary Small
Christopher Smith
Joanie Snodgrass
Barry & Jeff Snyder
Nancy & Alan Spector
Anthony Spencer
Andrew Spurlock
Dorothy Starns
Diane Stricklin
Jennifer & Tony Sweeney
Michael Sweets
Sandra & Victor Talbird
Theresa & Drew Talley
Richard Taylor
Elizabeth & Dean Taylor
The Community Foundation for the Central
-Savannah River Area
Arlene Tendick
Frank Terzoli
Sue Thompson
Kim & Peter Tomsovic
Becky Turk
Adam Vanni
Clark Vautier
Teresa Vautier
Robert Vega
Albert Vela
Rob Venable
Daniel J. Virden
Marcus Waite
Don Waller
Marilyn Weakley
Joni & Mel Weiser
Ken Weixel
Maryanne Welton & Kirk Welton
Monica & Doug Wessinger
Terressa Whitaker
Cindy-lou White
823
7,776
$166,095
volunteers engaged
total hours logged
approximate value to the organization
Your Impact
Visionary Community
Members support Ocean Discovery
through monthly automated gifts. These
contributions of anywhere from $10-$100
provide critical, consistent support for our
programs.
Shaan Akhtar
Benita Allen
Jason Anderson
Margaret Arnone
David Barkan
Joel Barkan & Stephanie Nehasil
“I want to be an
engineer who
does something
useful for the
world.”
— Ulisses
Ocean Leader, UCLA student
Phillip Barker & Garry Williams
Steven Barkan & Barbara Tennent
Adrienne Beeson & Noel Bray-Hoagland
Aaron Bercovitch
Joanna & Osvaldo Blackaller
Sean Caddell & Gunter Seidel
Barbra Calantas
Jody Carey & Dennis Wood
Collin Carlier
Jennifer & Eric Cathcart
Rory Centanni & Steve Rojas
Patricia & Frank Clowney
Barbara & Rick Cohen
Lourdes Contreras
Megan & Peter Cooper
Anne Correia
Maria Cortinez
Dawn & Dan Cosio
Catherine Crisp
Jackie Crosbie & Jennifer Sporl
Kim Cupini
Marilyn & Charlie Dashe
Amalia Di Lucca
Libby & Chic Dohoney
Andra Donovan
Doug & Kathy Dunmire
Vincy Dunmire
Christina Fahy
Theresa Fenner & Trace Funderburk
Arlene & Keith Fink
Linda & Joel Fisler
Shara Fisler
Whitney Fisler
Gail & Carlton Gasoir
Kurt Gering& Nick Wagman
Steve Gering
Councilmember Todd Gloria
Kristin & Casey Goodwin
Lindsay Goodwin
Scott Grimes
Shelly & Ted Griswold
Bob Hinzman
Nigel Hook & Janet Wilson
Cody Hooven
Dina & John Johns
Ami Jones
Marie Jose Kaasenbrood
Dan Kansteiner
Natalie & Matt Kansteiner
Irene Kelly
Cheryl & Radford Kelly
Carol Kemnitz
Laura Kemnitz
Travis Kemnitz
Patti Knight
Heidi & Stuart Krantz
Nicole La Grange
April Lacerenza
Guillermo Ladron & Alberto Medina
Aileen & Benson Lam
Your Impact
Ebert Lambert & Amy Wallen
Christopher Lawson
Doug Levin
Yan Wei Lim
John Lucas
Julie Lucas
Michael Lucas
Helen Macalister
Jennifer & Robert MacAller
Macy Maid
Sharon & Ben Masek
Jasmin McLeod
Carolyn Meyer
Elvia Meza & Jordan Snodgrass
Sanilinn Meza
Yaminah Meza
Ricardo Moran
Rochelle Mothokakobo & Tim Blevins
Carolyn Muhlstein & Will Turner
Greg Murphy
Melissa Nichols
Jennifer Ott & Dick Rol
Ileana Ovalle Engel & John Engel
Mary Patterson
Maura Pavlot & Frank Pavlot
James Pennise
Jim Archer Pennise
Wendy Piniak
Ramana Pinnam
Brooke Pinnix
Carla Pisbe
Ranijit Pradhan
Lindsay & Bernard Puckett
David Sandstrom
MacKenzie & Joseph Sandy
Rick Sayen
Kurt Schaefer
Gunter Seidel
Pete Shannon
Felicia Shaw
Matt Sieve
Angela & Bassam Sinno
Christopher Smith
Joanie Snodgrass
Dorothy Starns
Diane Stricklin
Yonat Swimmer & Paul Glenney
Sandra & Victor Talbird
Theresa & Drew Talley
Cathy & Frank Terzoli
Kim & Pete Tomsovic
Clark Vautier & Teresa Vautier
Rob Venable
Glen Wellbrock
Christine Whitcraft
Holly & Matt Whitehead
Coleen Whitelaw
Sarah Wilkins
Jeff Williams
Roy Wilson
Curt Wittenberg
LeAnna Zevely
Corporate & Government Support
Innovation Circle
($25,000 and above)
Boeing
California Coastal Conservancy
National Oceanic & Atmospheric
Administration
National Science Foundation
Discovery Circle
($10,000—$24,999)
Bank of America
California Coastal Commission
Procopio
Qualcomm
Ralph’s/Food4Less
ResMed
San Diego Unified Port District
Scripps Institution of Oceanography
SDG&E
Inspiration Circle
($9,999 and under)
Above n Beyond Home Watch
AMEC
Baja Bound Insurance
Breckinridge Capital Advisors
Bumble Bee Foods
CBS Radio
CleanTech San Diego
Cook + Schmid
Cox Communications
Cubic Corporation
Dashe Real Estate Inc
Deloitte & Touche
Frequentz
Genentech
HD Supply
Hughes Marino
KP Environmental
Lion’s Share
M5 Productions
Mission Bay Automotive
Morgan Stanley
Morrison Foerster
NRG Energy
Patagonia
RECON Environmental
Subaru of America
Union Bank of California
UC San Diego
Verizon
Financials
Revenue
Government Contributions
Foundation Contributions
Bubble Up! Gala
Individual Contributions
Corporate Contributions
Other
Total
Revenue Categories
$541,526
$439,815
$203,663
$151,229
$142,956
$60,140
$1,539,329
Expenses
Program expenses
Management and general
Fundraising
Total
$1,098,363
$237,052
$122,193
$1,457,608
Net Assets
Beginning of 2014
End of 2014
Change
$1,985,463
$2,067,183
+$81,721
Expense Categories
Leadership
BOARD OF DIRECTORS
Kurt Gering, Chair
Genette McGowan, Vice Chair
Chic Dohoney, Treasurer
Sean Caddell
Tres Conrique
Vincy Dunmire
Ileana Ovalle Engel, Cabinet Member
Scott Grimes
Ted Griswold, Cabinet Member
John Johns
Tom Klopack
Benson Lam
Michael Lucas
Scott Pearson
Clifford Schneider
SENIOR STAFF
Shara Fisler, Executive Director
Lindsay Goodwin, Associate Director
Elvia Meza,
Director of Finance and Administration
MacKenzie Sandy,
Director of Philanthropy
Contact Ocean Discovery Institute
ADDRESS
2211 Pacific Beach Drive
San Diego, CA 92109
PHONE
858-488-3849
EMAIL
[email protected]
WEBSITE
OceanDiscoveryInstitute.org